Cross-Asset Liquidity Strategist, CrossBorder Capital

Michael J. Howell

CrossBorder Capital an investment advisory firm specialising in macro-investing. Founded in 1996 with an international client base, CrossBorder focuses on monitoring and understanding global liquidity and capital flows. Our proprietary databases (available to clients) cover 80 countries in depth from 1980 onwards. We take a systematic quantitative methodology that uses this data with AI models to predict financial market movements. The efficacy of our data has been independently verified, and we have an associated but separate asset management division.

Cross-Asset Liquidity Strategist

Did You Know? US Fed’s Balance Sheet Expanding At 23% Annualised Clip

Comprehensive US-China Trade Deal Crucial for Fed, Though It Won't Fully Solve China's Slowdown

DXY Exhaustive Reach as Non Confirmations Mature

Fed Still Faces Political Pressure and Accusations of Invoking Fourth Quantitative Easing Tranche

Implementing Research Using Alt Data & AI

CrossBorder Capital

CrossBorder Capital is a London-based independent investment advisory firm. Founded in 1996, it exploits a gap in the investment arena by focusing on Central bank liquidity. 

It specialises in the monitoring and analysis of global liquidity flows - an important determinant of asset prices, from currencies through to bonds, equities and real estate.

CrossBorder Capital implements its investment strategy and currently manages over US$ 350m.


Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<p style="text-align: justify;">Main Points</p><ul>
<li>Capital inflows and Quality mix of flows into the US dollar have peaked</li>
<li>Safe haven demand for US dollars falling away</li>
<li>Fed is undertaking a clear QE4 policy</li>
<li>A coming US dollar peak is consistent with ‘Risk-On’ investment stance</li>
</ul>

Main Points
Capital inflows and Quality mix of flows into the US dollar have peaked
Safe haven demand for US dollars falling away
Fed is undertaking a clear QE4 policy
A coming US dollar peak is consistent with ‘Risk-On’ investment stance


The US Dollar in 2020: Is A Major Inflection Point Coming Up?